IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,005
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$14.3M
3
+$13.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M
5
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$13.5M

Top Sells

1
+$37.6M
2
+$15.7M
3
+$13.1M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.98M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.89M

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.89%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.14M 0.03%
38,808
+3,138
577
$1.13M 0.03%
12,237
-1,402
578
$1.12M 0.03%
9,238
-40
579
$1.12M 0.03%
16,344
-29
580
$1.12M 0.03%
34,927
-45,195
581
$1.12M 0.03%
14,680
+1,908
582
$1.12M 0.03%
6,467
-3,312
583
$1.11M 0.03%
83,539
-75,756
584
$1.11M 0.03%
43,589
-33,407
585
$1.11M 0.03%
41,288
+15,187
586
$1.11M 0.03%
11,311
-1,160
587
$1.11M 0.03%
17,012
-1,448
588
$1.11M 0.03%
21,925
+22
589
$1.1M 0.03%
42,011
-15,296
590
$1.1M 0.03%
6,904
-1,343
591
$1.09M 0.03%
22,690
-227
592
$1.09M 0.03%
864
-154
593
$1.09M 0.03%
42,399
+3,043
594
$1.09M 0.03%
21,489
-16,210
595
$1.09M 0.03%
33,950
-653
596
$1.09M 0.03%
44,167
+37,718
597
$1.08M 0.03%
25,388
-5,957
598
$1.07M 0.03%
23,427
+16,049
599
$1.07M 0.03%
25,091
-3,484
600
$1.07M 0.03%
+14,834
22 23
24
25 26